AOA icon

iShares Core 80/20 Aggressive Allocation ETF

261 hedge funds and large institutions have $340M invested in iShares Core 80/20 Aggressive Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 119 increasing their positions, 79 reducing their positions, and 14 closing their positions.

Holders
261
Holders Change
+8
Holders Change %
+3.16%
% of All Funds
4.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
25
Increased
119
Reduced
79
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IHWM
251
Iron Horse Wealth Management
Iowa
$4.78K 72
PGAM
252
Princeton Global Asset Management
New Jersey
$4.18K 63
CWC
253
Carolinas Wealth Consulting
North Carolina
$3.58K 54
WWM
254
Wolff Wiese Magana
California
$3.25K 49
DIP
255
DT Investment Partners
Pennsylvania
$3.03K 45 +45 New
KFI
256
Key Financial Inc
Pennsylvania
$2.46K 37
CA
257
Crewe Advisors
Utah
$1.99K 30
MBFW
258
Morton Brown Family Wealth
Pennsylvania
$1.99K 30
SSB
259
Sandy Spring Bank
Maryland
$1.79K 27
EWM
260
Evermay Wealth Management
Virginia
$1.59K 24
TFGT
261
TS Financial Group (TSFG)
Illinois
$1K 13
LFG
262
Larson Financial Group
Missouri
$663 10 -101 -91%
IRC
263
Investors Research Corp
Georgia
$133 2
Citadel Advisors
264
Citadel Advisors
Florida
-29,238 Closed
SW
265
SVB Wealth
Massachusetts
-18,280 Closed
5SA
266
5th Street Advisors
Connecticut
-7,903 Closed
LWMNY
267
Landmark Wealth Management (New York)
New York
-4,283 Closed
CCA
268
Cora Capital Advisors
New Jersey
-4,081 Closed
TSS
269
Two Sigma Securities
New York
-3,757 Closed
BA
270
Bellwether Advisors
Nebraska
-2,214 Closed
CF
271
Centaurus Financial
California
-1,719 Closed
AAS
272
Ameritas Advisory Services
Nebraska
-1,545 Closed
BAM
273
Belpointe Asset Management
Nevada
-1,093 Closed
AWM
274
Activest Wealth Management
Florida
-499 Closed
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
-278 Closed